People

Paul Hogarth

Paul has a wealth of experience in the financial services arena having founded, built and sold Bankhall Investment Associates – Britain’s largest IFA support services business. His entrepreneurial flair has seen him make further strategic moves into the financial services market with Paradigm Partners LLP where he is the Senior Partner.

Paul is responsible for overall strategy for Perspective.

Damian Keeling

Damian was managing partner at the Manchester office of the chartered accountants Horwath Clark Whitehill, before joining Carole Nash Insurance Consultants as managing director in 1996. In just under ten years Damian was instrumental in driving turnover from £2 million to over £25 million.

Damian is responsible for identifying, negotiating and transacting acquisition targets for Perspective and for day-to-day operations of Perspective.

Phil Carr

Phil is a qualified accountant who has worked in Private Equity backed businesses for several years in the role of Finance Director. Phil previously worked for KPMG in Corporate Finance and Financial Due Diligence.

Phil is responsible for financial management, control and reporting of Perspective.

Anthony Morrow

Anthony is responsible for strategic and commercial development for Perspective and has considerable experience in the financial services industry. Anthony worked previously as a financial services consultant for Deloitte and KPMG specialising in regulatory, performance and strategic issues for the life and pensions sector.

Anthony is also a partner of the support services provider Paradigm Partners LLP and a director of the asset management business Prism Capital Management Limited.

Peter Craddock

Peter is an Associate of Chartered Insurance Institute (ACII) and a Chartered Director.

Prior to joining Perspective, Peter spent over a decade working for Skipton Building Society, in various senior positions most latterly as Director of Financial Services which involved being Executive Chairman of Skipton’s IFA Businesses, all Chartered Standard, totalling £50m of revenue and funds under management of £2.5bn.

Peter has overall responsibility for the practice management and operations delivery of Perspective firms.

Ian Wilkinson

Ian has a wealth of experience in delivering financial services to corporate clients. His ability to understand business leaders key concerns and recommend strategies to rapidly achieve meaningful results has led to significant success. His success is perhaps down to his “no nonsense” approach.

Ian oversees the advice process for all employee benefit arrangements within the group, meaning he travels extensively between our partner firms throughout the UK.

Ian is also Managing Director of Rutherford Wilkinson Ltd, one of the Perspective partner firms.

Glenn Hamilton

Glenn is a qualified accountant with 20 years experience having worked in practice, both Public and Private sector, covering Financial Services, the construction industry and diverse PLCs.

Post acquisition Glenn is responsible for the implementation of procedures and financial reporting within the group accounting function and the establishment of reporting structures and internal processes as required within the Perspective group structure.

David Hesketh

David is an ACA chartered accountant who spent five years at accountants PricewaterhouseCoopers, primarily within the acquisition deal team.

David is responsible for identifying potential acquisition targets and project managing the acquisition process. Post-acquisition, David ensures there is a smooth integration of the practice into the Group.

Julie Hepworth

Julie has responsibility for the Perspective regulatory framework and ensuring that all Group firms are prepared for the demands of the RDR operating environment.

With over 15 years experience in the financial services industry, Julie joined Perspective from Paradigm Partners LLP where she worked as a Business Consultant to directly authorised firms of IFAs. Prior to this, Julie worked as Training and Competence Manager for Bradford and Bingley and as an IFA. Julie holds the Diploma in Financial Planning, is an Associate of the Chartered Institute for Securities & Investment and is a member of the PFS.

Robert Paget

Rob is CFP qualified and a member of the PFS, having spent several years working in financial services. Rob joined Perspective after spending the previous six years working on a consultancy basis with IFA firms specialising in data management, process change and regulatory controls.

Within Perspective, Rob is responsible for overseeing the development of commercial reporting, preparation for RDR and visibility of funds under management. Working closely with Perspective offices post acquisition, Rob focuses on helping to achieve their corporate targets through development of management information systems and identification of opportunity for sales and increased revenue.

John Daly

John is an experienced Financial Services practitioner with previous history in transformational and operational management with a multi-national banks’ regulated Financial Planning division, successfully delivering a wide range of major transformational and operational changes.

John’s role covers managing group wide projects on an individual partner firm level. Currently, his focus is managing partner firms’ journey’s to launch customer service and investment propositions through wrap platforms.

John is a Chartered Banker and member of the Chartered Institute of Bankers.

Andrew Aldridge

Andrew is a marketing professional with previous experience working in professional services. Andrew has experience of working with IFAs having previously worked for legal practices which worked closely with financial advisers.

Working with individual Perspective companies and on behalf of the organisation as a whole, Andrew is tasked with ensuring the Perspective brand is developed and marketed in a professional and structured manner.

Laura Wilson

Laura’s background is in leisure and tourism where she has worked for Butlins, Haven Europe and Disney which enabled her to travel the world extensively. Laura has more recently worked in the Property Risk department of a commercial finance company. As a result of Laura’s varied roles and experience, Laura has developed a friendly yet professional approach to work.

Within Perspective, Laura is responsible for administration at Perspective and provides support for all Group offices.